GFPC
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Global Financial Private Client’s ePlus PLUS Stock Holding History

Global Financial Private Client’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$244 – 1231
2025
Q1 		$244 Buy
4
+3
+300% +$212 ﹤0.01% 1489
2024
Q4 		$74 Buy
+1
New +$87 ﹤0.01% 1539

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Financial Private Client's PLUS Position: Q2 2025 in Review

Global Financial Private Client sold out of ePlus (PLUS) in Q2 2025, closing a stake of 4 shares — an estimated $244 sold.

Global Financial Private Client first reported a position in PLUS in Q4 2024 and held it in 2 quarters. The position peaked at $244 in Q1 2025. 251 funds tracked by Wall St. Rank hold PLUS as of Q2 2025.

  • Global Financial Private Client reported no remaining ePlus position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 ePlus shares in Q2 2025, an estimated $244.
  • Global Financial Private Client first reported a position in ePlus in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's ePlus position peaked at $244 in Q1 2025.
  • 251 funds tracked by Wall St. Rank held ePlus as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.